As a multi-refugee CAD user (Euclid, Generic CADD/3DD, etc.), my fears for Alibre/GMD are (shall we say) well honed and my experience with other CAD systems (SolidEdge, SolidWorks, ProEngineer/CREO, Catia, Unigraphics/NX, etc.) is fairly broad. I see no other product on the market that has the potential shown by GMD. 3D Systems does not seem to show the understanding of this potential that I expect -- their concentration on 3D printing has them blinded. As somebody who has been working with 3D printing technology since 1983 (NASA underpinnings), I realize how much development is necessary to turn it into a truly "ready for primetime" product set. (To give you just one citation here, the materials properties for 3D printing media are seriously overstated and incomplete!)
My points, made many times here, include: (1) Expansion & improvement of constraints would allow the simple development of an internal, apt, and powerful kinematic analysis tool quite simply; (2) The inclusion of a spreadsheet tool would change the system for the better in a multitude of ways that would leapfrog the competition in areas ranging from the Equation Editor to analytic and true parametric design operations, to development of text tables for drawings and other documentation, and the like; (3) More focus on existing partnerships for expansion & development of allied utilities such as FEA and CAM rather than the poorly thought out alliance DST (who's products also fall into the "not ready for primetime" category from my and numerous other skilled users perspectives) is in order; Etc.
I am not suggesting that 3D printing is not going to become a world-changing technology, only that much more work is going to be required before it can live up to its potential. What I am suggesting is that the market for small-firm CAD/CAM technologies is seriously underserved today and is ripe for a revolutionary expansion! Geomagic Design and a few associated partners could take over a significant portion of this growing market. All the pieces to pull this off are within grasp today. This is a market of some 4.5 million "seats" in the U.S. alone. If 3D Systems could take even 10% of this market it would represent (450,000 X $400/year =) $180 million/year in gross revenues -- not counting their existing market. At 50% of this market it would represent (2,500,000 X $400/year =) $1 billion/year in gross revenues. I know that the same "trend" is ongoing in the rest of the world, I just do not have the "numbers" to define its potential. This is what 3D Systems is overlooking as I see things.